Pilgrim Global Advisors LLC
Net seller this quarter
$466M
3
-$32M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NMM | $325M | 69.74% | 16.18% | Not reported | Q4 2023 |
 RIG | $85M | 18.23% | 1.56% | -27.3% | Q3 2024 |
| SOC | $56.1M | 12.03% | 11.78% | Not reported | Q1 2024 |
| Q1 2026 | |||||
| NMM | $313M | 40.53% | 16.18% | -0.5% | Q4 2023 |
| SOC | $301M | 38.94% | 12.11% | Not reported | Q1 2024 |
| RIG | $159M | 20.53% | 2.16% | -24.7% | Q3 2024 |
| Q4 2025 | |||||
| NMM | $244M | 45.27% | 16.26% | Not reported | Q4 2023 |
| SOC | $164M | 30.42% | 12.56% | +83.3% | Q1 2024 |
| RIG | $131M | 24.30% | 2.88% | Not reported | Q3 2024 |
| Q3 2025 | |||||
| NMM | $210M | 40.78% | 15.70% | -0.7% | Q4 2023 |
| SOC | $173M | 33.68% | 9.98% | -1.7% | Q1 2024 |
| RIG | $99.1M | 19.24% | 2.88% | +80.4% | Q3 2024 |
 TDW | $32.4M | 6.30% | 1.23% | -0.7% | Q4 2023 |